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FINANCIAL PLANNING
INDUSTRY NEWS
National Australia Bank has taken top spot in market share figures published by re-search house Assirt for the three months to the end of March....
INDUSTRY NEWS
The steady rise of online financial services may not kill the wrap account or master trust service, but it is sure to make huge waves over the coming months. Stuart En-ge...
INDUSTRY NEWS
Norwich Union’s Navigator is to become a global product, with plans to launch the electronic administration service in Asia and expand the European operations....
INDUSTRY NEWS
Former Bleakleys chief executive officer Tony Ash has moved back into mainstream financial services, joining Zurich Financial Services as Queensland state manager....
INDUSTRY NEWS
Adelaide based Global Commodity Investments (GCI) has launched what it says is Australia’s first commodity investment product....
INDUSTRY NEWS
Merrill Lynch and HSBC have set up a joint venture to create a global online banking and in-vestment services company....
INDUSTRY NEWS
Australian Unity is launching a major TV campaign as part of a push to lift its brand awareness, says General Manager, Financial Services, Craig Dunstan....
INDUSTRY NEWS
Deloitte Touche Tohmatsu has beefed up its financial services presence in Australia and Asia, announcing a merger with Trowbridge Consulting....
INDUSTRY NEWS
Guild Insurance and Financial Services has signed an agreement with Bendigo Bank to distribute retail banking through its 5,000 pharmacies....
INDUSTRY NEWS
InvestmentLink has signed a deal with Lonsdale offering users of Lonsdale’s LLink software special rates for its e-Portfolio service....
INDUSTRY NEWS
Wrap accounts and master trusts continue to eat into the market share of traditional retail funds, despite recent dire predictions for the future of portfolio management ...
INDUSTRY NEWS
Net inflows into the New Zealand retail funds industry during the March quarter were up almost $NZ60 million on the last quarter, according to the latest IPAC market shar...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...